Posted by
Posted in
Banking & Finance
Job Code
1691069

- Support the end- to- end planning and forecasting process for the Markets business (e.g., revenues, expenses, headcount and key performance metrics), ensuring accuracy, timeliness and alignment with firm standards.
- Prepare and enhance monthly and quarterly management reporting, including P&L, balance sheet and key business drivers, highlighting trends, risks and opportunities for Markets leadership.
- Perform deep- dive analysis on business performance (e.g., product, client, region, desk) to explain variances versus plan/prior periods and to support strategic initiatives and senior management requests.
- Partner with Markets business, Finance & Business Management and other functions to align assumptions, validate drivers and support decision- making on investments, resource allocation and cost discipline.
- Contribute to process and reporting enhancements (including standardization and automation) to improve data quality, efficiency and productivity in Planning & Analysis activities
- Support governance, control and documentation standards across planning and reporting processes, in line with firm policies and expectations on risk, controls and conduct
- Collaborate effectively across global and cross- functional teams, fostering a transparent and - inclusive environment that supports growth and development, consistent with firm performance expectations
Required qualifications, capabilities and skills :
- Demonstrated experience in financial analysis, planning and reporting (e.g., in Markets, investment banking, corporate finance, or a related analytical finance role).
- Strong analytical and problem- solving skills with the ability to interpret complex data, identify key drivers and communicate clear, concise insights to stakeholders.
- Proven ability to manage own workload, plan and organize deliverables in a deadline- driven environment, consistent with expectations that 602 roles plan and organize their work and support team goals
- Solid understanding of financial statements and key business performance metrics, with comfort working with large data sets and multiple systems.
- Strong written and verbal communication skills, with the ability to summarize complex analysis for senior stakeholders.
Preferred qualifications, capabilities, and skills :
Advanced Excel and PowerPoint skills; experience with analytics or reporting tools is a plus.
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Posted by
Posted in
Banking & Finance
Job Code
1691069